What you'll learn

Finance Basic Setup Course

Overview

This course explains how to set up the basic financial structure in the Onfinity system, including Chart of Accounts, Financial Groups, and Opening Balances to ensure accurate accounting and reporting.

Course Objectives

• Understand Finance Basic Setup in Onfinity
• Configure Chart of Accounts (COA)
• Create and link Financial Groups
• Set up and validate Opening Balances
• Build a strong base for financial transactions and reports

• COA Setup
• COA & Financial Group
• Opening Balance Finance